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Are you looking to join a fast paced, growing, dynamic full-service independent insurance agency in Connecticut? We are looking for a full-time experienced Commercial Lines Account Manager. Our office culture is modern and full of energy! We welcome the opportunity for the right individual to join our team. We offer competitive wages, Hybrid schedule, and an excellent benefit package including PTO and holiday pay, health and retirement 401k.
Primary Purpose
The Commercial Lines Account Manager is the “gatekeeper” between our client and agency once an account is written. In this role, the AM will manage all details of the client’s insurance relationship. The AM will be responsible for retention of existing clients, day to day servicing, rounding of accounts, quoting new business, policy changes and billing all to the client’s satisfaction.
Position Summary
· Handle daily communications among clients, producers and company people
· Maintain agency system/applications with current information (Applied EPIC)
· Address customer inquiries regarding their insurance coverage and program
· Process Applications, Endorsements, Binders, Quotes, Comparative Rating etc.
· Bring accounts to market with 20+ insurance carriers
· Some Claims Reporting and follow-up between carrier and client
· overseeing all aspects of a diverse book of business
Qualified Applicants must have
· Excellent working knowledge of Commercial Lines Insurance
* Expertise working with industry software – such as Applied EPIC
* Excellent knowledge of Marketing Process / Online quoting software of multiple carriers
* Working knowledge dealing with Excess / Surplus market
* Excellent knowledge of all Microsoft Office products including Excel, Teams, PDF
* Working knowledge of other computer programs such as Google Earth, Document Sharing
* We strive to be paperless so all candidates must be able to work in this nature.
Key Work Traits
· Ability to handle fast paced, high-volume workflow in a team environment
· Positive attitude and the ability to easily adapt to change regarding procedures and technology
* Critical thinking and good judgment to quickly determine and prioritize key issues
* Ability to take and follow direction with little supervision
* Excellent verbal and written communication skills
* Excellent time management, prioritizing and organizational skills
* Ability to clearly communicate with clients, brokers, underwriters, claim rep’s and co-workers
Required Skills and Experience
· Must hold Property & Casualty current license
* 5 + years of Commercial Lines Property & Casualty experience
* 2+ years Applied EPIC experience